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Christopher Z
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Christopher Zajac is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an eight-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Peter O
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Peter O'Connor is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Lance B
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Lance Britt II is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for nine years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services serves a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a wide range of fee arrangements supported by proprietary analytics and affiliated Goldman Sachs capabilities.
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